LF

Lee Financial Portfolio holdings

AUM $709M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$358M
AUM Growth
-$2.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$2.3M
3
+$2.27M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.75M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.68M

Top Sells

1
+$12.9M
2
+$8.03M
3
+$3.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.33M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.82M

Sector Composition

1 Technology 6.5%
2 Financials 5.86%
3 Energy 3.14%
4 Healthcare 2.87%
5 Real Estate 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$8K ﹤0.01%
165
427
$8K ﹤0.01%
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428
$8K ﹤0.01%
100
429
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105
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$7K ﹤0.01%
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308
-601
434
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200
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33
438
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+380
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69
441
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20
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750
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$7K ﹤0.01%
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446
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447
$6K ﹤0.01%
200
448
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131
+68
449
$6K ﹤0.01%
165
450
$6K ﹤0.01%
101
16 17
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